DOSSIER · 13F Holders · Q2 2026

MORGAN STANLEY 4.250 DP PFD O

6 institutions still hold MORGAN STANLEY 4.250 DP PFD O as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61762V861·6 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$822K
visible holders
Holders
6
filers reporting
Concentration
44.82%
Atlas Wealth LLC #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported MORGAN STANLEY 4.250 DP PFD O in Q2 2026. Atlas Wealth LLC leads at 44.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Atlas Wealth LLC
CIK 0001964106
$369K22K0.05%Q2 2026
02
ROANOKE ASSET MANAGEMENT CORP/ NY
CIK 0001089710
$269K15K0.09%Q1 2025
03
McMillan Office, Inc.
CIK 0002109205
$119K7K0.01%Q2 2026
04
First Command Advisory Services, Inc.
CIK 0001727336
$32K2K0.00%Q2 2026
05
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$17K9650.00%Q4 2025
06
THOMPSON INVESTMENT MANAGEMENT, INC.
CIK 0001277279
$17K1K0.00%Q2 2026